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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,785 | $154,228-63.2% | $145,433-61.0% | $137,256-58.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,143 | $4,804+69.5% | $4,554+78.8% | $4,156+95.9% |
| Participant deferral / active EE | $4,679 | $8,216-43.1% | $7,897-40.8% | $6,407-27.0% |
| Admin fee / account holder | $245 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |